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HHM Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

HHM Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19
Closed -$3.86K – 833
2024
Q2 		$3.86K Buy
+19
New +$3.86K ﹤0.01% 658

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

HHM Wealth Advisors's VDC Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2024, closing a stake of 19 shares — an estimated $3.86K sold.

HHM Wealth Advisors first reported a position in VDC in Q2 2024 and held it in 1 quarter. The position peaked at $3.86K in Q2 2024. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 19 Vanguard Consumer Staples ETF shares in Q3 2024, an estimated $3.86K.
  • HHM Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $3.86K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.